Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Dewall is a financial advisor at United Planners' Financial Services Of America A Limited Partner in Gilmore City, Iowa. Daniel has been in the financial industry since August 2, 2004 and has experience in providing financial advice to individuals, high net worth individuals, charitable organizations, and businesses. Daniel holds Series 6 and Series 63 licenses and specializes in providing financial planning, portfolio management, and selection of other advisors.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
08/31/2023 - Present
United Planners' Financial Services OF America A Limited Partner (GILMORE CITY IA)
IA
02/07/2007 - 09/06/2023
WOODBURY FINANCIAL SERVICES, INC. (Gilmore City IA)
IA
08/02/2004 - 02/08/2007
THRIVENT INVESTMENT MANAGEMENT INC. (FORT DODGE IA)
BC
Issued 07/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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